Our Salem Team

Wealth Advisors

Frank Bain

ChFC®, CLU®, MBA
Founder, Wealth Advisor

Mark Bain

CFS, BCM
Managing Partner, Wealth Advisor

Denise Talbert

Associate Wealth Advisor

Kayla Oliver

Associate Wealth Advisor

Client Services

Jennifer Tinseth

Client Services Manager

Linda Walker

Client Services Associate

Nick Rodgers

Client Services Associate

Operations

Karen Bain

Operations Manager, Registered Administrative Assistant

Julie Petterson-Chinburg

Director of First Impressions

Jenni Saldivar

Tech Administrator & Marketing Assistant

Jenn Bentz

Seminar Event Coordinator & Marketing Assistant

Investments

Burt White

Chief Strategy Officer

Ryan Detrick

Chief Market Strategist

Jessica Golson

CIPM
Vice President, Investment Operations and Performance

Mike Lawrence

CFA®
Portfolio Manager

Patrick Sittner

Director, Portfolio Strategy

Sonu Varghese

Director, Investment Platform

Research Department

Brett Carson

CFA®
Director of Research

Jake Bleicher

CFA®
Co-Portfolio Manager

Kevin Zlomke

Director of Trading

Todd Knott

Senior Institutional Trader

Drew Reisdorff

Senior Trader

Matthew (Matt) Smith

Senior Trader

Kellie L. Duffy

Senior Trade Operations Analyst

Kaleigh Sanders

Trading Operations Analyst

Jordan Pieper

Trading Specialist

Advanced Solutions Team

Jamie Hopkins

ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®
Managing Partner of Wealth Solutions

Erin Wood

CFP®, CRPC®, FBS®
Senior Vice President, Financial Planning and Advanced Solutions

Matt Lewis

Vice President, Insurance

Mark Petersen

CPA, CFP®
Vice President, Affluent Wealth Planning

Scott Berryman

JD
Director of Trust Services

Tom Fridrich

JD, CLU, ChFC®
Senior Wealth Planner

Patrick Carter

CPA
Director of Tax Planning

Beth Schanou

JD
Senior Wealth Planner

Michael Gruidel

CFP®
Wealth Planner

Jody Jackson

FPQP™
Paraplanner